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Title

Member Service Representative - Roving 

Description

Allegacy Federal Credit Union

Employee Job Description

 

Job Title: Roving Member Service Representative I Job Code: 20078

 

Report To: Lead MSR

 

Role Accountability

 

At Allegacy, there’s a common thread that runs through all of us. It’s our commitment to doing right and our promise to members to always do the right thing for their wellbeing. Every employee in our organization is accountable to living out our brand in meaningful ways as our promise motivates our beliefs, our behaviors, and the benefits we share together. In order to achieve this state of success, this position must satisfy members’ financial needs by processing monetary transactions with accuracy. This individual will provide excellent customer service and sell products and services to meet the members’ specific needs.

 

Nature and Scope

 

MSR I shall report directly to the Lead MSR or MSR Supervisor in the assigned Financial Service Center and to the Financial Center Manager. This position will require face-to-face contact with the membership on a daily basis. Teamwork with other staff members is required to ensure prompt and courteous service to all members.

 

Specific Accountabilities

 

  • Deliver exceptional member service to every member, every time by ensuring employees deliver consistently high quality service to both internal and external member that is in alignment with our Brand Culture.
  • Meet or exceed established service goals
  • Ensure thorough understanding of expectations and consistently exhibit Allegacy behaviors.
  • Ensure that AFCU maintains a good image through good customer relations by handling account entries accurately and presenting a friendly and courteous image.
  • Process monetary transactions and balance accurately, assist and inform members with account problems or questions and cross-sell or suggest services.
  • Maintain security of cash drawer, negotiable instruments and credit union documents to ensure confidentiality of members’ accounts to protect members and AFCU.
  • Perform vault duties when assigned by Vault MSR.
  • 25% of this job’s requirements are to be concentrated in sales.
  • Additional duties as assigned.

Knowledge, Skills and Abilities

    •  
  • Meet balancing standards consistently.
  • Accomplish sales goals.
  • Demonstrates knowledge of AFCU products.
 
Position Requirements

Education and Experience

  • High School Diploma
  • One year MSR experience minimum.
 
Full-Time/Part-Time Full-Time  
Close Date  
Exempt/Non-Exempt Non-Exempt  
Location Winston-Salem Area  
About the Organization Do you get a thrill out of helping people realize their dreams? Do you believe that strong, personal relationships are critical to financial success? Do you want to work for an organization that has its community's best interests at heart? We do, too. That's why we work for Allegacy. Here, you'll find a challenging, rewarding career in one of the most unique entities of the financial industry. Allegacy Federal Credit Union is a place where inclusion and camaraderie thrive, and where everyone is united in their commitment to serving our members.

 
EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.  
Pay Grade


This position is currently not accepting applications.

To search for an open position, please go to http://AllegacyFederalCreditUnion.appone.com



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